Saving sequence's name on a contact property

[LAshtar]

Hi 🙂

As far as I know, there is a "Currently in sequance" property on the contact's page, but I need the option to see if a contact was ever on a sequance and if he was, what sequance was it.

Thanks!

[karstenkoehler · Accepted solution]

Hi @LAshtar,

In that case, you'd simply take this URL again https://app.hubspot.com/sequences/1234567/sequence/12345678/edit and replace the first number with your portal ID and the second number with your sequence ID. This will take you to the sequence.

Best regards!

[LAshtar]

Okay, thanks.

I think that it's too complicated to do with each sequence, I'll write an idea on the "Idea Section" so they'll try to make it easier.

Thanks again Karsten!

[karstenkoehler]

Hi @LAshtar,

If you're interested in this information for a particular contact, the easiest way to access it is via the contact record timeline. Simply filter the activity by "Sequences activity":

If you want to find all contacts who have ever been enrolled in a particular sequence, you can use a contact list and filter for "Last sequence enrolled has ever been equal to":

You need to input the sequence ID here which is a bit unintuitive. (You won't get a dropdown of existing sequences.) You can fetch that sequence number by navigating to your sequence (Menu > Automation > Sequences). Once you've clicked on your sequence, your browser URL should look like this: https://app.hubspot.com/sequences/1234567/sequence/12345678/edit The first number, 1234567 is your portal ID. The second number, 12345678, is the sequence ID. Copy the second number (right in front of "/edit") and paste it into your list filter.

Hope this helps!

[LAshtar]

Hi Karsten, thanks.

On "Last Sequence Enrolled" I can only see the sequence id but it's just a number and I'm having troubles with searching for the sequence name.

In general, I want to be able to build reports by sequences and to match, for example, contacts that have been on a sequence to a meeting that happened with them.

Furthermore, on the sequence statistics, meetings that happened are always on 0% because once a contact responds the sequence stops and it won't meet with the meeting. 

Thanks again for the reply 🙂

[karstenkoehler]

Hi @LAshtar,

For the sequence ID, please refer to my earlier answer and let me know if there's anything here that I should specify:

You can fetch that sequence number by navigating to your sequence (Menu > Automation > Sequences). Once you've clicked on your sequence, your browser URL should look like this: https://app.hubspot.com/sequences/1234567/sequence/12345678/edit The first number, 1234567 is your portal ID. The second number, 12345678, is the sequence ID. Copy the second number (right in front of "/edit") and paste it into your list filter.

Regarding the reporting, options are currently a bit limited. You could create a custom contacts report that shows contacts who have a Date of last meeting booked in meetings tool by Last sequence enrolled. Currently, this report will only show the sequence IDs – it's not possible at this stage to show the name of the sequence. I assume the product team is already working on it.

Let me know if you have any follow-up questions!

[LLaviale2]

Hello Karsten, 
Regarding this point "Regarding the reporting, options are currently a bit limited. You could create a custom contacts report that shows contacts who have a Date of last meeting booked in meetings tool by Last sequence enrolled. Currently, this report will only show the sequence IDs – it's not possible at this stage to show the name of the sequence. I assume the product team is already working on it."
have you a follow up on the prodcut team activity ? I have the exact same need as LAshtar !
Thanks

[LAshtar]

So about the sequence ID, I get what you are saying but now I want to find the name of the sequence using the ID.

I know the ID and trying to figure out which sequence it is by name.

Thanks!